See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,462 | $228,332-62.1% | $185,823-53.5% | $158,922-45.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.04% | 40.80%-29.8pp | 35.95%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $858 | $4,967-82.7% | $4,087-79.0% | $4,761-82.0% |
| Participant deferral / active EE | $5,148 | $6,415-19.7% | $5,632-8.6% | $5,982-13.9% |
| Admin fee / account holder | $704 | $11,864-94.1% | $9,500-92.6% | $11,246-93.7% |